August Luncheon - How to Give More Without Disinheriting Your Kids or Changing your Lifestyle

Date: Wednesday, August 7, 2024
Time: 11:30am - 1:00pm
Location: Isles Yacht Club, 1780 W. Marion Ave, Punta Gorda, FL
Speaker: Chris Fehr

Chris Fehr is a nationally recognized Financial Educator, Author, Speaker, Tax Reduction Specialist, and Wealth Planner, whom you may have seen on NBC, ABC, CBS, and FOX network affiliates.  He is the co-author of Retire Abundantly, and has spoken at institutions across the United States, including Harvard Business Club and NASDAQ. 

As a CPA and Founder and CEO of Freedom Financial Wealth & Tax, Chris’ passion is to help successful business owners, executives and professionals reduce their tax burden to preserve, protect and pass on more wealth since 1994.  He brings a unique, multidisciplinary approach to his clients’ complex tax and financial situations, creating lasting family wealth with dollars otherwise lost to taxation.  The firm’s goal is to help clients transform their financial doubts and concerns into clarity, peace of mind and financial freedom.Chris has shared his experience and expertise with various professional and charitable organizations, including Board and Leadership roles at Rotary, March of Dimes, American Lung Association, and various industry associations among others.  He is a member of the American Institute of Certified Public Accountants, several Chambers of Commerce, and the American Business Club, whose mission benefits physically challenged children and veterans.

Chris’ interests include charitable work - especially with Rotary of Lakewood Ranch, social services, and economic empowerment.  In addition, he enjoys golf, traveling, scuba, and making memories with his wife Amy and their new grandson.

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